There is plenty of room for Taiwan to diversify from China to Southeast Asia; we assess the opportunities and risks in the ASEAN market – looking at growth prospects, labour resources, and macroecono...

We think that US Treasury curve flattening (two-year/30-year) will now proceed at a slower pace. Meanwhile, the three-month/two-year segment, which has been underpricing Fed risks, is likely to steep...

Featured Publications

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...